by CA Financial Services | Jul 9, 2024 | Blog
When you think about what you want the future to look like, it’s probably not the value of your assets that comes to mind first. Instead, you might think about the experiences you want or the wellbeing of your loved ones Yet, to build the life you want, money is... by CA Financial Services | Jul 9, 2024 | Blog
Imagine you could time travel to understand how your financial decisions today might affect your lifestyle in 10 or 20 years. You may be in a better position to turn your goals into a reality. Read on to find out how working with a financial planner could give you a... by CA Financial Services | Jul 9, 2024 | Blog
Often one of the biggest benefits of a bespoke financial plan is that it allows you to devise a blueprint to follow, with your goals placed at the centre. It’s a strategy that could help you focus on what you want to achieve in life and make working with a... by CA Financial Services | Jul 9, 2024 | Blog
Retirement planning – preparing for the future 20 Maximise tax relief on your pension contributions by using all of your annual allowance. The annual allowance for 2024/25 is £60,000, but you can also use surplus allowance from the previous three tax years (see tip... by CA Financial Services | Jul 2, 2024 | Blog
Your property – making the most of bricks and mortar 16 Let rooms in your own home to one or more lodgers. Rent-a-room relief allows up to £7,500 of rent per property to be received tax free per year. The rooms must be let as residential accommodation in the home you... by CA Financial Services | Jun 25, 2024 | Blog
Savings and investment – making the most of your money 10 Contribute up to £9,000 into your child’s Junior ISA. The fund builds up free of tax on investment income and capital gains until your child reaches 18, when the funds can be either withdrawn or rolled over...